See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,480 | $61,660+3.0% | $80,019-20.7% | $64,186-1.1% |
| Participation rate | 35.1% | 71.7%-36.6pp | 75.8%-40.7pp | 69.6%-34.5pp |
| Annual return | -4.53% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $818 | $1,810-54.8% | $2,468-66.9% | $2,381-65.7% |
| Participant deferral / active EE | $1,469 | $2,968-50.5% | $3,686-60.1% | $3,470-57.6% |
| Admin fee / account holder | $13,325 | $5,417+146.0% | $6,521+104.4% | $4,888+172.6% |